Filed June 22, 2006 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,763 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,022 | $129,021-5.4% | $184,203-33.8% | $77,643+57.2% |
| Participation rate | 99.7% | 87.3%+12.3pp | 86.8%+12.9pp | 70.6%+29.1pp |
| Annual return | 14.24% | 33.27%-19.0pp | 28.81%-14.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,753 | $4,413-37.6% | $6,427-57.2% | $2,726+1.0% |
| Participant deferral / active EE | $7,604 | $7,297+4.2% | $9,131-16.7% | $4,647+63.6% |
| Admin fee / account holder | $70 | $254-72.4% | $13,901-99.5% | $430-83.7% |